Clarity

Building Great Relationships

Before working with October Three, our participants received an annual statement stating their balance and that was it. Now, through the Daily platform, we are able to minimize our workload in managing the plan and our participants love the self-service capabilities it offers.

Chief Human Resources officer at large law firm

October Three works with clients of every size in nearly every industry. Our business is built on forging strong relationships and delivering value and positive results to the clients we serve.

Pension finance enjoyed a second straight good month to start 2019, as both stocks and interest rates moved higher. Both model plans we track[1] improved in February: Plan A gained 2% and is now up 5% for the year, while Plan B gained less than 1% and is ahead almost 2% through the first two months…